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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (9431)	11/3/1999 2:26:00 AM
From: pann1128	Read Replies (2) of 54805

Mike, When you discussed Citrix previously, there was mention of 98% adoption rate in Fortune 100 companies. But the penetration within the company was less than 5%. Does this qualify as a chasm crossing? Looking at the way all the big boys (IBM, INTC etc) are jockeying for position in the ASP market, the tornado maybe imminent. Not sure if this will result in Gorilladom for Citrix, but here's some food for thought regarding Citrix value chain: biz.yahoo.com biz.yahoo.com Any thoughts will be appreciated. Cheers, Piyush P.S. Sorry for the distraction when everyone is having a Q party...

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